How long can my client store their documents in TaxCaddy?
Your TaxCaddy account is yours to keep, forever. You decide who to share your information with. If you change accounting firms, you take your TaxCaddy account with you.
How do you use a TaxCaddy?
iOS mobile app
- Sign in to the TaxCaddy mobile app. ...
- Tap the floating +UPLOAD button.
- You can upload a document from your device or take a photo. ...
- If you prefer to take a photo of your document, tap Take A Photo. ...
- Position the camera over the document. ...
- Tap the tax year to upload the document to another tax year.
How safe is TaxCaddy?
TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents and data are encrypted in transit and at rest using Amazon's best-in-class Secure Socket Layer and Server- Side Encryption technologies. TaxCaddy has been audited, tested, and validated by C-Level Security, LLC.
How do I connect my tax professional to my TaxCaddy?
TaxCaddy.com on PC, Mac, or tablet
- Log in to taxcaddy.com. ...
- On the left panel, select your tax professional firm, then click Accept Connection to accept a connection request from your tax professional. ...
- On the Connection Request dialog box, click ACCEPT.
- Your tax professional is now connected to your TaxCaddy account.
Who owns the TaxCaddy account?
Who is TaxCaddy?
TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from anywhere.
Is TaxCaddy secure?
TaxCaddy uses Amazon Web Services for secure, reliable storage. Your documents and data are encrypted in transit and at rest using Amazon's best-in-class Secure Socket Layer and Server- Side Encryption technologies. TaxCaddy has been audited, tested, and validated by C-Level Security, LLC.